| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPROTT PHYSICAL GOLD TRUST | 43 | Q2 2024 | 17.4% |
| APPLE INC | 43 | Q2 2024 | 7.9% |
| VANGUARD INDEX FDS | 43 | Q2 2024 | 5.8% |
| WISDOMTREE TR | 43 | Q2 2024 | 4.8% |
| WISDOMTREE TR | 43 | Q2 2024 | 4.3% |
| ISHARES TR | 43 | Q2 2024 | 1.9% |
| SPDR S&P 500 ETF TR | 43 | Q2 2024 | 1.7% |
| ABRDN ASIA PACIFIC INCOME FU | 43 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 43 | Q2 2024 | 2.2% |
| WISDOMTREE TR | 43 | Q2 2024 | 2.1% |
View Evanson Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-13 |
| 13F-HR/A | 2023-01-26 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-12 |
View Evanson Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.